KWB Wealth - Portfolio Stock Holdings
KWB Wealth disclosed 187 stock positions in a recent SEC 13F filing. $1,170,747,400 of stock holdings were filed, with the largest holdings including SPYM, SPYG, and SPYV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,234,634,396 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
187Est. Stock Holding Value:
$1,170,747,400Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - KWB Wealth
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...